CII Level 6 Advanced Diploma in Financial Planning Examination Training - AF4: Investment Planning

WHAT WE DO:

We provide exam-focused training courses for the CII Level 6 Advanced Diploma in Financial Planning module AF4: Investment Planning. Our course is designed to help you boost your confidence and pass the AF4 exam by focussing on your exam technique and through practice papers.

WHY TAKE OUR AF4 COURSE:

• 2 x sessions designed to help you pass the AF4 exam first-time.
• Receive personal feedback on your past paper attempt and/or a bespoke mock paper designed by our trainers.
• Live Online group session on Microsoft Teams to debrief and to gain a better understanding of how to improve your exam preparation and how to avoid common errors.

WHAT DOES A SESSION INCLUDE

• Upon booking for a session, you’ll receive a Mock paper (either a past AF4 exam paper or our bespoke mock paper) to attempt.
• Upon submission of your answer script, we shall mark your script and provide you with personalised feedback.
• Subsequently, there follows a Live Online group session where you’ll receive expert feedback from our tutors on common errors and suggestions for honing your exam technique.

HOW DOES IT WORK?

• Decide how many AF4 sessions you wish to attend.
• Attempt the relevant past or mock AF4 paper which we’ll send you upon enrolment.
• Submit your script by the relevant deadlines in order to receive personal feedback from your course tutor.
• Attend our 2-hour Live Online Session on Microsoft Teams.

SESSION DATES:

ExamTutorScript DeadlineDiscussion SessionPaper
AF4Steve Davis12-Feb-202519-Feb-2025 | 6-8pmAF4 Oct 2024
AF4Steve Davis12-Feb-202520-Feb-2025 | 6-8pmUnique Mock Exam

OUR TUTORS:

Our team includes examiners for the CII Financial Planning examinations. They provide personal feedback on your scripts, offering invaluable insights and guidance to hone your exam technique and help you to pass the AF4 exams first-time.

• Steve Davis: Chartered Financial Planner, Accredited CII Trainer and former senior CII examiner with expertise in taxation, investment and planning.
• Jason Bennett: Chartered Financial Planner and CII examiner with expertise in advanced financial planning, mortgages and pension transfers.

WHAT IS THE CII LEVEL 6 ADVANCED DIPLOMA IN FINANCIAL PLANNING: AF4 EXAM?

The CII Level 6 Advanced Diploma in Financial Planning is a prestigious qualification that enables advisers to develop specialist planning capabilities and become Chartered Financial Planner. The AF4 module focuses on investment planning, which is a crucial component for developing in-depth financial planning skills related to investments and the management of investment portfolios